SMSF
Financial planning
The SMSF model had become increasingly attractive to younger investors over the past few years with the trend set to continue, according to predictions by SPAA....
Superannuation
While an increasing number of dominant SMSF trustees has been raised as an issue of concern by some members of the wider industry, Peter Hogan, Principal of Plaza Financi...
Superannuation
SPAA has warned SMSFs need to remain cautious despite a recent ATO interpretive decision on assets used as security for personal loans. ...
Superannuation
Nicholas Ali outlines the importance of lodging the correct Australian Taxation Office (ATO) form before commencing a pension. ...
Superannuation
The use of more hands-on, low-cost administration services can lower the balance threshold of where an SMSF becomes economic to the low $100,000s, according to Sharesight...
Superannuation
The Small Independent Superannuation Funds Association (SISFA) says it is pleased with the Government's recent decision to continue drawdown relief for self-funded retire...
Superannuation
David Court takes a look at two consequences of a member's bankruptcy that will directly impact on an SMSF and provides a number of strategies on how to respond to them....
Financial planning
An Australian Taxation Office (ATO) interpretive decision has made clear that bartering arrangements cannot circumvent the related party rules....
Superannuation
The recent interest rate cut by the Reserve Bank of Australia has created a number of opportunities for self-managed super funds. Peter van der Westhuyzen explains. ...
Superannuation
The unfolding SMSF story is an interesting one, according to Damon Taylor. The sector has enjoyed significant growth and success in recent years and is here to stay, but ...
Superannuation
A new interpretive decision issued by the Australian Taxation Office (ATO) has impacted the way stepchildren are treated with respect to divorce and superannuation....
Superannuation
The Self-Managed Superannuation Fund Professionals' Association has denied self-managed superannuation funds are being oversold by financial planners and accountants....
Financial planning
The ageing population and the ATO's recent draft pensions ruling highlights the need to review clients' overall succession planning, according to Daniel Butler and Nathan...
Superannuation
The ageing population and the ATO's recent draft pensions ruling highlights the need to review clients' overall succession planning, according to Daniel Butler and Nathan...
Financial planning
The Self-Managed Superannuation Fund Professionals' Association of Australia (SPAA) has sought to dispel some of the common myths about do-it-yourself super funds....
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...